![119: Tools and Tips for Preparing an Accounting with Heather Hamilton](https://absolutetrustcounsel.com/wp-content/uploads/2023/12/ATC-ATT-Live-Event-Episode-119-Show-Notes-Banner.png)
If you’re someone who is serving in the role of trustee, executor, conservator, or guardian, acting as a personal representative for someone’s estate in California, did you know that the state has specific guidelines for probate accounting? According to section 16062, the California probate code requires representatives to provide an accounting at least once a year. The purpose is usually…
![105: AB Trusts: Do You Have One? If So, Do You Still Need One?](https://absolutetrustcounsel.com/wp-content/uploads/2023/02/ATC-ATT-Live-Event-AB-Trust-Eblast-Banner-1.png)
![104: Two Years After its Passing, Has Proposition 19 Delivered on its Promises to California Homeowners?](https://absolutetrustcounsel.com/wp-content/uploads/2023/01/ATT-Ep.-104-Show-Notes-Graphic-2.png)
![102: Bay Area Housing Market Prices, Trends, and What’s Next for 2023](https://absolutetrustcounsel.com/wp-content/uploads/2022/12/ATC-ATT-Live-Event-Episode-102-Show-Notes-Banner-1.png)
![100: Tips and Tools for Buying a Home Despite Rising Interest Rates](https://absolutetrustcounsel.com/wp-content/uploads/2022/12/ATC-ATT-Live-Event-Episode-100-Show-Notes-Banner-2.png)
![MyHealthAngel Webinar: Top 6 Legacy Planning Questions](https://absolutetrustcounsel.com/wp-content/uploads/2022/12/Picture1.png)
![All About Taxes with an Estate Planning Flair: Part III](https://absolutetrustcounsel.com/wp-content/uploads/2022/11/shot-of-grandparents-bonding-with-their-granddaugh-2022-09-30-22-14-31-utc-1-770x406.jpg)
In Part I of this series on taxes, we discussed federal taxes, and in Part II, we discussed state taxes. For Part III, we will discuss local taxes in California and generally. In California, local taxes are typically handled through the county tax assessor/collector. We will specifically discuss property taxes and taxes on the transfers of property. Local Taxes: Property…
![All About Taxes with an Estate Planning Flair: Part II](https://absolutetrustcounsel.com/wp-content/uploads/2022/10/happy-owners-of-new-home-2022-05-30-23-32-59-utc-770x406.jpg)
In Part I of this series on taxes, we discussed federal taxes. For Part II, we will discuss state taxes. State Taxes: Income Taxes The first type of state tax that affects estate planning is individual income tax. Like federal income tax, state income tax can apply to individuals, married couples, and entities, including trusts. Income tax is a tax…
![All About Taxes with an Estate Planning Flair: Part I](https://absolutetrustcounsel.com/wp-content/uploads/2022/09/african-grandfather-giving-to-grandchild-boy-birth-2022-01-05-01-33-44-utc-1-770x406.jpg)
In a famous quote by Benjamin Franklin, “nothing can be said to be certain, except death and taxes.” Now taxes are not fun; however, they are certain, and there are many different kinds of taxes. In estate planning, we deal with several different types of taxes, and people often mix them up. Here we will lay out the different types…